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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
751
Groesbeck Investment Management
New Jersey
$642K – – –
RWM
752
Ritholtz Wealth Management
New York
$642K +$347K +5,102 +78%
PFM
753
Parsec Financial Management
North Carolina
$641K +$788K +11,599 New
FDS
754
First Dallas Securities
Texas
$638K +$498K +7,335 +175%
PWM
755
Penobscot Wealth Management
Maine
$634K +$11.3K +167 +1%
LGA
756
Lebenthal Global Advisors
New York
$634K +$89.3K +1,315 +13%
CIM
757
CIM Investment Management
Pennsylvania
$629K -$3.94K -58 -0.5%
CAC
758
Certified Advisory Corp
Florida
$628K -$10.3K -151 -1%
GAA
759
Green Alpha Advisors
Colorado
$627K -$40.5K -597 -5%
VCM
760
Violich Capital Management
California
$625K – – –
FMAEN1
761
Fund Management at Engine No 1
California
$623K +$122K +1,797 +19%
FA
762
Faithward Advisors
Pennsylvania
$619K -$57.7K -850 -7%
OPA
763
Old Port Advisors
Maine
$619K +$30.4K +448 +4%
ONB
764
Old National Bancorp
Indiana
$618K -$168K -2,467 -18%
PA
765
PSI Advisors
Florida
$618K +$238K +3,505 +46%
SFS
766
Stiles Financial Services
Minnesota
$616K +$679 +10 +0.1%
CI
767
Conning Inc
Connecticut
$613K -$5.71K -84 -0.8%
HAG
768
HighPoint Advisor Group
Illinois
$606K +$718K +10,569 New
IAN
769
Integrated Advisors Network
Texas
$603K +$404K +5,942 +120%
DT
770
Diversified Trust
Tennessee
$598K -$133K -1,963 -15%
HW
771
Hancock Whitney
Mississippi
$590K -$18.8K -277 -3%
KFP
772
KMG Fiduciary Partners
Ohio
$586K +$720K +10,600 New
PL
773
Polianta Ltd
Jersey
$585K -$34K -500 -5%
CA
774
CoreCap Advisors
Michigan
$583K +$121K +1,776 +20%
SIAG
775
Safeguard Investment Advisory Group
California
$582K – – –
29 30
31
32 33